Aug. 9, 2023

What are Your Financial Planning Principles? (Ep. 4)

What are Your Financial Planning Principles? (Ep. 4)
What are Your Financial Planning Principles? (Ep. 4)
The Simply Retirement Podcast
What are Your Financial Planning Principles? (Ep. 4)

Are you on the path to crafting a robust financial roadmap for your retirement, but feeling unsure about where to concentrate your efforts?

In this episode, Eric Blake discusses the importance of financial planning principles with a focus on the need for a financial plan to define success and pursue goals, especially for women in transition or ready to take control of their financial future.

Eric discusses:

  • Some of the challenges of discovering a dependable financial advisor
  • The significance of engaging a planner-focused professional, rather than someone solely driven by product sales
  • The adaptive nature of financial planning
  • The art of preparedness for unforeseen events and effectively managing risk
  • And much more!

Resources:

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